SIMPLIFY EXCHANGE TRADED FUN

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MTBA·82889N525·US·etf·Unknown - Unknown

MBS ETF

MTBA (SIMPLIFY EXCHANGE TRADED FUN) is held by 44 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($122.4M), WELLS FARGO & COMPANY/MN ($82.8M), MML INVESTORS SERVICES, LLC ($80.7M). Net institutional sentiment: Mixed.

44

Holders

Avg rating(8 Elite)

$432.4M

Total Value

58% (53)

Fund Consensus

29 buying - 21 selling

Smart Money Verdict

View all

48Weak MomentumSingle Source

Institutional (13F)48

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how MTBA's score breaks down across 4 SEC sources

Holder Quality

8

★★★★★

Elite

20

★★★★

Strong

16

★★★

Solid

8

★★

Below

1

★

Weak

Held by 44 funds

8 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (44)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	2.5M(+8.9%)	$122.4M	0.0%	+3.57%	33
WELLS FARGO & COMPANY/MN	Decreased	1.7M(-2.4%)	$82.8M	0.0%	+4.44%	0
MML INVESTORS SERVICES, LLC	Decreased	1.6M(-7.0%)	$80.7M	0.2%	+4.55%	0
LPL Financial LLC	Increased	582,643(+3.8%)	$28.8M	0.0%	+0.70%	30
ROYAL BANK OF CANADA	Increased	291,789(+15.8%)	$14.4M	0.0%	+3.12%	32
Bank of New York Mellon Corp	Increased	261,015(+0.8%)	$12.9M	0.0%	+1.17%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	227,652(+4.4%)	$11.3M	0.0%	+4.62%	29
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	175,942(-49.9%)	$8.7M	0.0%	+1.57%	0
Sanctuary Advisors, LLC	Increased	159,902(+4.2%)	$7.9M	0.0%	+2.42%	29
BANK OF MONTREAL /CAN/	Increased	155,241(+20.2%)	$7.7M	0.0%	+0.13%	33
JPMORGAN CHASE & CO	Increased	145,765(+4.2%)	$7.2M	0.0%	+3.01%	29
Calamos Advisors LLC	Decreased	119,060(-23.8%)	$5.9M	0.0%	+0.51%	0
Tidal Investments LLC	Decreased	112,748(-61.3%)	$5.6M	0.0%	-2.39%	0
Private Advisor Group, LLC	Increased	106,068(+1.8%)	$5.2M	0.0%	+3.16%	27
TRUIST FINANCIAL CORP	Increased	86,005(+4.2%)	$4.3M	0.0%	+1.71%	28
CITADEL ADVISORS LLC	Increased	83,593(+91.5%)	$4.1M	0.0%	-2.58%	42
BENJAMIN EDWARDS INC	Increased	59,170(+5.9%)	$2.9M	0.0%	+2.56%	28
OPOrion Porfolio Solutions, LLC	Increased	58,572(+5.3%)	$2.9M	0.0%	+2.55%	28
FIRST MANHATTAN CO. LLC.	Unchanged	50,000	$2.5M	0.0%	+7.34%	0
Envestnet Portfolio Solutions, Inc.	Decreased	40,153(-55.1%)	$2M	0.0%	+1.69%	0

Showing 1-20 of 53

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer